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DOCU

DocuSign

790 hedge funds and large institutions have $8.82B invested in DocuSign in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 282 increasing their positions, 300 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% less ownership

Funds ownership: 77.55%77.05% (-0.5%)

6% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 300

8% less call options, than puts

Call options by funds: $934M | Put options by funds: $1.02B

16% less funds holding

Funds holding: 935790 (-145)

46% less capital invested

Capital invested by funds: $16.3B → $8.82B (-$7.48B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

63% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 211

Holders
790
Holders Change
-145
Holders Change %
-15.51%
% of All Funds
13.31%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
78
Increased
282
Reduced
300
Closed
211
Calls
$934M
Puts
$1.02B
Net Calls
-$84.6M
Net Calls Change
+$98.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
901
Fourpath Capital Management
Oklahoma
-$240K -2,236 Closed
RIA
902
Realta Investment Advisors
Delaware
-$238K -2,221 Closed
WCA
903
Westover Capital Advisors
Delaware
-$235K -2,197 Closed
XS
904
XR Securities
Illinois
-$226K -2,108 Closed
MJRIC
905
Mogy Joel R Investment Counsel
California
-$225K -2,100 Closed
AC
906
Allstate Corporation
Illinois
-$224K -2,094 Closed
AWS
907
AJ Wealth Strategies
New York
-$223K -2,083 Closed
CS
908
Comerica Securities
Michigan
-$223K -2,079 Closed
RWB
909
RMR Wealth Builders
New Jersey
-$222K -2,070 Closed
V
910
Veritable
Delaware
-$220K -2,057 Closed
NB
911
Norinchukin Bank
Japan
-$220K -2,050 Closed
CI
912
Cigna Investments
Connecticut
-$218K -2,042 Closed
FMWA
913
Forvis Mazars Wealth Advisors
Missouri
-$218K -2,039 Closed
PA
914
PFG Advisors
Arizona
-$218K -2,031 Closed
MMA
915
Miracle Mile Advisors
California
-$216K -2,014 Closed
AIS
916
AM Investment Strategies
Tennessee
-$215K -2,008 Closed
CIC
917
Carnegie Investment Counsel
Ohio
-$215K -2,006 Closed
AC
918
AWM Capital
Arizona
-$214K -2,000 Closed
GGS
919
Galvin Gaustad & Stein
Arizona
-$214K -2,000 Closed
TC
920
Tairen Capital
Hong Kong
-$214K -2,000 Closed
WMP
921
Wealth Management Partners
Arizona
-$307K -2,000 Closed
PPP
922
Private Portfolio Partners
New Jersey
-$214K -1,999 Closed
TVAMP
923
Tennessee Valley Asset Management Partners
Tennessee
-$213K -1,993 Closed
CWM
924
Congress Wealth Management
Massachusetts
-$213K -1,988 Closed
FW
925
FirstPurpose Wealth
Utah
-$210K -1,963 Closed

DOCU Hedge Fund Activity: Q2 2022 in Review

790 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2022, worth a combined $8.82B — down 46% from $16.3B a quarter earlier.

Sellers outnumbered buyers: 211 funds closed out of DOCU and 78 opened new positions — a net loss of 133 holders — while 300 trimmed existing stakes and 282 added.

The largest buyer was Flossbach Von Storch, adding an estimated $277M. The largest seller was T. Rowe Price Associates, cutting an estimated $528M.

  • 790 institutional investors held DocuSign (DOCU) as of Q2 2022, down from 935 in Q1 2022.
  • Funds reported $8.82B of DocuSign stock for Q2 2022, down 46% quarter-over-quarter.
  • 78 funds opened new DocuSign positions in Q2 2022 and 211 closed out, a net change of -133 holders.
  • The largest DocuSign buyer in Q2 2022 was Flossbach Von Storch, an estimated $277M added.
  • The largest DocuSign seller in Q2 2022 was T. Rowe Price Associates, an estimated $528M sold.

Based on aggregated 13F filings for Q2 2022.